Financial Services

Eastwood Investment Services

A “good investment” is one that fits your individual investment objectives and is suitable for your personal financial situation. Whether your needs are simple or complex, planning is the key.

Eastwood Investment Services’ representative will assist you in identifying your short-term needs and long-term goals, then recommend suitable investment strategies and products. Investment products include mutual funds, annuities, stocks, and bonds, with recommendations on asset allocation strategies, wealth management, saving for college, or planning for retirement.

James P. Marquardt, CLU, CHFC, CFP®

Eastwood Investment Services located at Eastwood Bank James P. Marquardt

Phone: 507-424-4647
Fax: 507-424-4675
james.marquardt@lpl.com

45 28th Street SE
Rochester, MN 55904

About Jim:

  • LPL Registered Principal and offers securities and insurance products through LPL Financial, and its affiliated Member FINRA/SIPC.
  • Over 20 years experience in the investment field.
  • Holds the designations of CHARTERED LIFE UNDERWRITERTM (CLU®), CHARTERED FINANCIAL CONSULTANTTM (CHFC®), and CERTIFIED FINANCIAL PLANNERTM (CFP®).

Whether you’re a new or experienced investor, Eastwood Investment Services can help you get started on your financial future. Contact us at 507-424-4647 for an appointment.

Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.

Eastwood Bank is not a registered broker/dealer and is not affiliated with LPL Financial

Not FDIC Insured • May Lose Value • No Bank Guarantee • Not A Deposit Not Insured by Any Federal Government Entity